| March 26, 2024

Associate Director, Impact Investments (Talent Finance)

Guest Author


Website Social Finance

About Us

Social Finance is a national impact finance and advisory nonprofit. We work with the public, private, and social sectors to create partnerships and investments that measurably improve lives. Since our founding in 2011, we have mobilized $350 million in new investments designed to help people and communities realize improved outcomes in education, economic mobility, health, and housing.

We are driven by the belief that social and economic systems should enable all people to thrive, and the conviction that we can create the most meaningful and measurable change in our communities when governments and markets work together. Our organization is built upon five core values: people, performance, integrity, collaboration, and inclusion.

We work across three practice areas: Impact Investing, Impact Advisory, and Field Building. Through our Impact Investing portfolio, we design, launch, and manage impact-first investments and innovative financing solutions that generate positive outcomes for people and communities. In our Impact Advisory practice, we work alongside impact-focused leaders to implement data-driven practices that deliver better outcomes. And in our Field Building work, we share firsthand learnings and best practices to catalyze social impact in the field. We continually challenge ourselves and our partners to use funding and data in innovative ways to create lasting impact.

Role and Responsibilities 

Through outcomes-based financing facilities, Social Finance seeks to catalyze greater economic mobility for our priority populations through reskilling and upskilling towards quality jobs. In the spirit of that mission, this Associate Director, Impact Investments will join a talented and dedicated team that deploys innovative financing to scale workforce solutions.

The Associate Director will work with transaction partners (typically training providers and employers), as well as funders, service providers, and other external partners as needed to identify, execute, and manage investments for impact. The Associate Director will be staffed on a Vice President-led team that manages a portfolio of investment strategies. Within their dedicated team, the Associate Director will take on significant deal management responsibilities across multiple deals and initiatives, and will also actively support business development efforts in the U.S. marketplace. The Associate Director will also serve as an integral member of the broader Social Finance Impact Investments team, with opportunities to engage other teams on investment opportunities in their respective pipelines and cross-cutting Impact Investing initiatives.  Key activities may include:

Fund and Deal Development and Management  

At the fund level, responsibilities may include:

  • Support business development efforts for Social Finance and its offerings with potential partners (e.g., develop fund pitch or value proposition presentations or discussion materials, participate actively in meetings with potential investors or philanthropic partners)
  • For new funds, identify context-appropriate fund structure and investment structure (with support from a Director and / or Vice President)
  • Conduct fund-level analysis to determine pro forma performance and guide investment strategy; lead the development of analytic processes and tools
  • Partner and collaborate effectively with Social Finance colleagues to identify, develop, and implement any strategy or process-related improvements towards improved efficiency and impact
  • Actively support and lead learning and knowledge sharing opportunities within and across investment funds

At the individual investment level, responsibilities may include:

  • Conduct due diligence for potential investments to assess the ability of a potential training provider to achieve target financial and impact metrics and to identify potential risks
  • Structure and negotiate investment terms with the training provider based on learnings from due diligence (with support from a Director and / or Vice President)
  • Effectively communicate investment opportunities to an executive-level Investment Committee, outlining investment strengths, risks, and mitigants – both verbally through presentation and in writing through investment memos
  • Execute and manage deal and investment operations collaborating closely with our legal and finance teams
  • Strategically manage investment and portfolio performance towards impact success
  • Actively and strategically monitor, communicate, and mitigate fund and investment risks, working directly with partners, external stakeholders, and Social Finance teammates

Deal and Relationship Management   

  • Develop and manage workplans that effectively execute the lifecycles of various investment programs
  • Execute against meeting timelines and workstreams in a thoughtful and timely manner
  • Independently and collaboratively conduct desk research, perform financial analysis and modeling, and engage in informational interviews to inform deal design
  • Bring structured and creative approaches to problem solving, using frameworks to develop and test hypotheses, and drive towards recommendations
  • Lead calls and in-person meetings with internal and external stakeholders with strategic objectives in place in advance
  • Own relationships with external partners and lead day-to-day communications
  • Effectively and actively manage and escalate issues and risks, both internally and externally, leveraging methods + tools rooted in industry best practices
  • Provide regular feedback and coaching to junior team members, including supporting skill development


We are looking for candidates with a high level of professional excellence, initiative, both strategic and detail orientation, and passion for our mission.

Candidate requirements:

  • 7+ years of full-time professional experience; at least 3 years of experience structuring investments and financial transactions, ideally with a focus on providing financing to small businesses or nonprofit organizations through community / commercial / investment banking, private credit, venture capital, or private equity (demonstrated formal investment training is a plus)
  • Exceptional, strong verbal and written communications skills with the ability to deliver quantitative and qualitative data in a compelling way and for executive-level audiences
  • Demonstrated strong project management training and experience grounded in industry best practices, including strong proficiency with best practice issue management and resolution methods, risk monitoring and mitigation, with demonstrated ability to lead multiple workstreams of equally high priority, and manage junior staff members towards timely project and deal execution, including timely issue resolution and risk mitigation
  • Demonstrated experience with sound and pragmatic financial modeling and communicating the modeling implications at a strategic, executive level (with interest and comfort in coaching junior staff to learn these skills)
  • Strong analytic and quantitative skills; Ability to quickly research, synthesize, and summarize key takeaways on unfamiliar topics at an executive level
  • Ability to communicate, work closely with, and build relationships with many types of partners across multiple sectors
  • Commitment to high-quality work and accuracy, including in a fast-paced environment with strong proficiency in managing multiple, competing priorities simultaneously
  • Capacity to work independently while contributing to team efforts as appropriate
  • Willingness to constructively express your point of view and hear the point of view of others, both internally and externally
  • Commitment to actively supporting and enhancing a team and company-wide culture of inclusion, belonging, and equity
  • Demonstrated interest in workforce, postsecondary education, and economic mobility issues through direct professional experience, or through volunteering, board role, etc.
  • Interest in impact investing with a focus on workforce development and economic mobility
  • Ability to adapt and be flexible


At Social Finance, we strive to deliver a benefits program that will enhance our overall value proposition to employees. Our current benefit offerings include:

  • Comprehensive health care coverage: medical, dental and vision insurance; flexible spending accounts; Employee Healthy Actions programs and more
  • Retirement savings plan with employer contribution
  • Short-term, long-term and life insurance policies
  • Commuter benefits and cell phone reimbursements
  • Hybrid work model (in office minimum of two days per week and on an ad-hoc basis as needed
  • Dedicated budgets for team building and employee recognition
  • Annual budget for external professional development opportunities
  • Mentorship and onboarding programs
  • Collaborative and energizing workspaces in downtown Boston, San Francisco and Austin
  • Paid vacation and paid holidays (with 12/24-1/1 off every year)
  • Paid parental leave
  • A truly stellar team of high performing, values-driven and fun (!) professionals

To apply for this job please visit socialfinance.org.